See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,072 | $159,602-80.5% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 27.38% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,816 | $4,961-2.9% | $4,693+2.6% | $4,299+12.0% |
| Participant deferral / active EE | $8,416 | $8,310+1.3% | $7,997+5.2% | $6,507+29.3% |
| Admin fee / account holder | $1,384 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |